First point of contact for clients, visitors and contractors.
Provide high levels of customer service.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
The Client Services Associate role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
As our Client Services Manager you will understand your clients and their needs, inside out.
You'll be responsible for monitoring and progressing client campaigns, activity, requests, and end to end service management across your portfolio.
You'll ensure that effective and efficient services are delivered to contractual service level agreements and our solutions are fit for service, creating growth opportunities where possible and driving service improvement plan.
Duties of the Client Services Associate to include
Updating and maintaining the CRM system.
General
This is a hybrid role with 2/3 days a week in the office.
Sterling Williams are working alongside a Boutique Asset Management Firm, they are seeking an individual that ideally has prior experience within an Asset/Investment Management firm.
Understand the client's business and associated insurance risks and exposures.
General
This includes the smooth running of client accounts by providing excellent client service and introducing technical, sales and service solutions for all claims related matters thereby becoming the main point of contact for all general/strategic claims issues.
This is a fantastic opportunity to join the team as a Loss Manager and take responsibility for the delivery of our claims advocacy service.
Reporting to the Head of Commercial Experience, the Client Services Manager will be a key member of the Monday to Friday Commercial (Offices) Front of House business the company.
You will have line management responsibility for a team of Account Managers and targeted with supporting them with overseeing a range of Front of House contracts for premium ground floor office building and companies in Central London.
The main focus of this role is drive the performance of the reception teams on site, managing the strategic client relationships and being a senior member of the operations team driving business performance, employee engagement and being a champion of our company values.